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Showing 1 - 10 of 14 results for "Jody Fitzgerald"

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY | THURSDAY, 19 JUN 2025

... fund moves to disband its investment resilience and planning division, of which he was a part. Ozer's boss, Jody Fitzgerald, who joined ART over a year ago as head of investment resilience and planning, will now oversee the fixed income unit as general ...

Top ART executives depart in reshuffle

ELIZABETH FRY | THURSDAY, 10 APR 2025

... private debt management to his remit - his new title is general manager of mid-risk assets and the UK. Meanwhile, Jody Fitzgerald has been tapped to oversee the fixed-income unit as general manager of defensive liquid assets and portfolio intelligence. ...

ART appoints chief financial officer, promotes managers

ELIZABETH FRY | FRIDAY, 16 AUG 2024

... with QSuper to create ART. McHugh recently served as acting head of investment resilience and planning before Jody Fitzgerald came on board seven months ago from Morningstar. She arrived from QIC, where she served as an investment director for state ...

Morningstar executive lands at ART

KARREN VERGARA | TUESDAY, 7 NOV 2023

... Morningstar executive who most recently spearheaded institutional portfolios and solutions at the research house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment resilience and planning. Fitzgerald is ...

Morningstar manager selection services lead exits

KARREN VERGARA | FRIDAY, 29 SEP 2023

... transitioned to the investment team in January 2023 to report to the head of portfolio management and solutions Jody Fitzgerald. The research house confirmed that his position will not be replaced. Morningstar chief investment officer Matt Wacher said ...

Morningstar launches managed accounts portfolios

KARREN VERGARA | MONDAY, 13 MAR 2023

... March 21 and other platforms will follow. Morningstar head of institutional portfolio management and solutions Jody Fitzgerald said the portfolios use both active and passive strategies where appropriate. "Within each asset class, we assess the probability ...

Morningstar restructures investment team

CASSANDRA BALDINI | THURSDAY, 8 DEC 2022

... transition into the investment team in January. He will report to the head of portfolio management and solutions Jody Fitzgerald. Current director, manager of research ratings Asia- Pacific Annika Bradley will continue to oversee the qualitative research ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER | MONDAY, 31 JAN 2022

... (such as direct shares, ETFs and managed funds). MIM head of institutional portfolio management and solutions Jody Fitzgerald said investing sustainably and ESG concerns are an increasingly important consideration for clients and the financial planning ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD | TUESDAY, 13 NOV 2018

... Unity hire Morningstar IM Australia has also appointed a head of institutional portfolio management and solutions. Jody Fitzgerald will move into the role at end of this month, taking the responsibility for for designing and managing institutional portfolios ...

AUI appoints fourth investment specialist

LINDA HAUSKEN | FRIDAY, 21 SEP 2012

... the appointment of Kate Hoare as the fourth senior investment executive. This follows the recent appointments of Jody Fitzgerald, Guy Sainsbury and Paul Ramsay to the team, which augments the support the firm provides its asset managers including its ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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